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Goelzer Investment Management’s Citigroup C Stock Holding History

Goelzer Investment Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$341K Sell
2,438
-43
-2% -$5.6K 0.01% 263
2026
Q1 		$281K Hold
2,481
– – 0.01% 268
2025
Q4 		$290K Buy
+2,481
New +$258K 0.01% 248
2016
Q1 		– Sell
-103,417
Closed -$5.35M – 198
2015
Q4 		$5.35M Buy
103,417
+98
+0.1% +$5.2K 0.78% 39
2015
Q3 		$5.13M Buy
103,319
+42,451
+70% +$2.32M 0.81% 38
2015
Q2 		$3.36M Buy
60,868
+9,738
+19% +$530K 0.51% 85
2015
Q1 		$2.63M Buy
51,130
+930
+2% +$47.4K 0.4% 117
2014
Q4 		$2.72M Buy
+50,200
New +$2.67M 0.41% 116

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Goelzer Investment Management's C Position: Q2 2026 in Review

Goelzer Investment Management reduced its Citigroup (C) stake by 1.7% in Q2 2026, selling an estimated $5.6K and leaving 2,438 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #263.

Goelzer Investment Management first reported a position in C in Q4 2014 and has held it in 8 quarters since. The position peaked at $5.35M in Q4 2015. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Goelzer Investment Management held 2,438 shares of Citigroup worth $341K as of Q2 2026.
  • Goelzer Investment Management sold 43 Citigroup shares in Q2 2026, an estimated $5.6K.
  • Citigroup made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #263 holding.
  • Goelzer Investment Management first reported a position in Citigroup in Q4 2014 and has held it in 8 quarters since.
  • Goelzer Investment Management's Citigroup position peaked at $5.35M in Q4 2015.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.